By skyforbes Cava is the leader in the fast casual space for Same Store Sales Growth (SSS) and as we have seen SSS across the industry compress over FY24/25, I believe Cava is the leader and will rebound at a faster rate. People have been quick to dismiss consumer names right now because of macroeconomic conditions, nothing to do with business fundamentals. Current consumer trends aren’t great, but I hold a similar, but slightly less aggressive view to Burry, in that AI is looking frothy. Industries and Sectors at cyclical lows and have been overlooked, albeit for extremely valid reasons, are intriguing to me and I think are at opportunistic price levels. I have been diving into Healthcare, Energy, Consumer, and Agriculture. Back to Cava. Chipotle released earnings last week and SSS/Comp Sales were down and they lowered guidance for the rest of the year. Cava is still ramping up its store count and the AUV for new locations, I believe is actually higher than some of the existing unit AUV. I am prepared for a big swing in Cava, and if it goes down ~20%, so be it, my position has time to recover.